Published on 11 Nov, 2018
The role of Outsiders in investing
Published on: 11 Nov, 2018 The success of non-establishment figures in reshaping the investment landscape in America over the past 40 years gives...
Published on 07 Nov, 2018
The Indian Stockmarket is Unique. Here is the Data.
Published on: 7 Nov, 2018 No other large stockmarket is as overwhelmingly macro driven as India’s. Arguably, this is because of the high cost of...
Published on 30 Oct, 2018
Social Media, not Fake News, Damages your Portfolio
Published on: 30 Oct, 2018 Sixty years ago Solomon Asch showed that we start believing in nonsense if enough people around us are believers. Social...
Published on 26 Oct, 2018
The end of QE and fund management
Published on: 26 Oct, 2018 Over the last ten years macro factors drove the majority of stock returns in India thus reducing the importance of...
Published on 20 Oct, 2018
Fooled by probabilities and by Indian NBFCs
Published on:20 October, 2018 There are plenty of cleverly crafted games in which you win most of the time and are rewarded with small payoffs....
Published on 19 Oct, 2018
What do we expect from a CEO
Published on: 19 Oct, 2018 Rather than being a corporate Superwoman, the Effective CEO is an honest, industrious, well informed executive who is...
Published on 12 Oct, 2018
Spotting the Liar in the Boardroom
Published on: 12 Oct, 2018 Alongside our forensic accounting model, we also use questioning techniques popularised by the CIA to figure out whether...
Published on 05 Oct, 2018
The Hero Delusion in Sport, Business & Elsewhere
Published on: 5 Oct, 2018 Evolution has trained us to use ‘thumb rules’ to simplify complex decisions. However, when these thumb rules don’t...
Published on 29 Sep, 2018
Accounting fraud and liquidity crunches are bedfellows
Published on: 29 Sep, 2018 Major accounting frauds typically come to light when liquidity tightens. Given the over 2% point jump in money market...